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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Hawkmoon who wrote (11684)	2/18/1998 11:06:00 PM
From: j g cordes	of 31646

Ron, in your question you hit on something which I look forward to. There will be many companies, more on the legacy data side than on the process side, who will opt to scrap their current software/hardware in favor of wholesale replacement. Some of the estimates being thrown around to remediate the problem certainly makes more attractive the cost of buying new. The performance increases and assurance affored by this route makes great sense to me. Companies like CPQ which recently bought DEC, will have vertical product mixes from desktop to enterprize. The logical advantage I see with TAVA's niche is that I can see it being more cost effective in more cases, to not replace the machinery housing embedded systems. The machinery cost is key to me... for TAVA's targeted customers there is less "new car" choice. Its remediation not replacement. An analogy that's appropriate is landmines.. you have to go dig them out.. you can't simply fill over with a yard of topsoil and you can't reroute your activities without losing productive property. Jim

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